- Mutual Funds
- Axis Mutual Fund
- Axis Short Term Fund Bonus (PIDCW-A)
Axis Short Term Fund Bonus (PIDCW-A)
₹ 22.3737
NAV (May 04)
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.3737
NAV (May 4)
Fund Returns
Last 1Y | 9.7% |
Last 3Y | 7.6% |
Last 5Y | 8.1% |
Last 10Y | NA |
Since Inception | 8.3% |
6 Month CAGR | 3.7% |
Scheme Information
To generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. However,there can be no assurance that the investment objective of the scheme will be achieved.
Expense Ratio | 0.96 |
Launched (8y ago) | Jul 30, 2014 |
AUM in Crores | 6522.728 |
ISIN | INF846K01NS1 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
clearing corporation of india ltd
4.9%mahindra rural housing finance limited
3.7%7.59% govt stock 2026
3.6%hdfc bank limited
3.4%hero fincorp limited
3.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 49,911 cr | ||
₹ 14,870 cr | ||
₹ 15,889 cr | ||
₹ 14,702 cr | ||
₹ 49,911 cr |
About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 237,241 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 7% | ||
6.2% | 7.6% | ||
12.8% | 4.3% | ||
15% | 12.4% | ||
30.5% | 23.1% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsAxis Short Term Fund Bonus (PIDCW-A) Review
Axis Short Term Fund Bonus (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 8.3% over a period of 8 years. The fund is managed by Axis Asset Management Company Limited. The fund manager’s name is Devang Shah.
Nav of Axis Short Term Fund Bonus (PIDCW-A) as of 5/4/2020 is ₹22.37 with the total AUM as of 8/6/2022 is ₹6522.728. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Short Term Fund Bonus (PIDCW-A) was launched on Jul 30, 2014. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Axis Short Term Fund Bonus (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Short Term Fund Bonus (PIDCW-A) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Short Duration Debt TR INR.
Axis Short Term Fund Bonus (PIDCW-A) is rated as a 4 fund in Debt and delivered 9.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Short Term Fund Bonus (PIDCW-A).
Frequently Asked Questions
What is Axis Short Term Fund Bonus (PIDCW-A)?
How to invest in Axis Short Term Fund Bonus (PIDCW-A)?
You can invest in Axis Short Term Fund Bonus (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Short Term Fund Bonus (PIDCW-A)?
The minimum sip amount for Axis Short Term Fund Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Axis Short Term Fund Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, Axis Short Term Fund Bonus (PIDCW-A) is a Top Ranked fund. You can investAxis Short Term Fund Bonus (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Short Term Fund Bonus (PIDCW-A)?
The expense ratio of the Axis Short Term Fund Bonus (PIDCW-A) is 0.96% for regular plan.